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Sheets Smith Wealth Management’s Kaiser Aluminum KALU Stock Holding History

Sheets Smith Wealth Management’s Portfolio KALU Stock Details KALU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$717K Sell
3,667
-1,792
-33% -$305K 0.07% 253
2026
Q1 		$658K Sell
5,459
-30
-0.5% -$3.8K 0.07% 247
2025
Q4 		$630K Buy
+5,489
New +$522K 0.07% 247
2024
Q3 		– Sell
-4,323
Closed -$380K – 386
2024
Q2 		$380K Buy
+4,323
New +$402K 0.05% 287

Other funds holding KALU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sheets Smith Wealth Management's KALU Position: Q2 2026 in Review

Sheets Smith Wealth Management reduced its Kaiser Aluminum (KALU) stake by 33% in Q2 2026, selling an estimated $305K and leaving 3,667 shares worth $717K. The position accounts for 0.07% of the portfolio, ranked #253.

Sheets Smith Wealth Management first reported a position in KALU in Q2 2024 and has held it in 4 quarters since. 335 funds tracked by Wall St. Rank hold KALU as of Q2 2026.

  • Sheets Smith Wealth Management held 3,667 shares of Kaiser Aluminum worth $717K as of Q2 2026.
  • Sheets Smith Wealth Management sold 1,792 Kaiser Aluminum shares in Q2 2026, an estimated $305K.
  • Kaiser Aluminum made up 0.07% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #253 holding.
  • Sheets Smith Wealth Management first reported a position in Kaiser Aluminum in Q2 2024 and has held it in 4 quarters since.
  • 335 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.